See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,589 | $110,094-48.6% | $151,611-62.7% | $68,494-17.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 2.84% | -10.12%+13.0pp | 3.33%-0.5pp | -7.84%+10.7pp |
| Employer contribution / active EE | $2,243 | $4,471-49.8% | $6,166-63.6% | $2,596-13.6% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,813 | $7,719-63.6% | $11,616-75.8% | $5,403-47.9% |